Automating invoice approval for a building-products distributor. 14 hours a week, returned.
PO, receipt, and invoice were matched by hand across two systems, by a three-person finance team. Now the match runs nightly and flags only the 4% that need eyes.
What it looked like before. In their words.
Every purchase order, receipt, and invoice compared line by line, across two systems that didn't talk.
Quotes re-keyed into the ERP before the match could even start.
Three people in finance, fourteen hours a week of it.
What shipped
The match runs nightly. Only the 4% that need eyes reach a person.
A quote-to-PO connector ended the re-keying, and the three-way match now runs itself against both systems every night. Exceptions land in a review queue with the context attached. Shipped day 19, still running in production.
We built a custom AI solution. The matching rules were written and tested against their own invoice history before anything ran live. That is how a build like this reaches production on day 19.
What moved
The client stays anonymous until they agree to be named. Every figure here was measured in production, and we'll show you how on a call.